Make the connections
your agency needs
Expand the power of NextAgency with custom integrations and automated workflows using NextAgency’s APIs and Zapier. Contact us to see if the integration you are looking for is available or already in development.
NextAgency already connects with outstanding partners
NextAgency’s integration with the Intulse VOIP system means your client information is on-screen when you answer a call. That’s a time saver.
Want to sync case data with the Ease benefit administration platform? We can help with that.
Need a census in PerfectQuote’s required format? You can.
NextAgency’s integrations with partners extend the power of our agency management system and their services as well. And our participation in the Zapier community of software builders make it easy to share basic data with other software you use.
Sync your website with NextAgency
The NextAgency API enables you to connect your website to NextAgency’s agency management system, including our CRM and marketing tools. For example, pull leads from your custom forms. Or share basic data with NextAgency from website tools participating participating in the Zapier community. Need help creating Zaps? (Their word, not ours). We can help with that.
Plug and play for agencies, small and large alike
Whether you’re a small agency, or a large GA or FMO, we’ve got you covered. Use NextAgency’s APl’s to build smart workflows for your own proprietary systems (commissions, enrollment, sales). Plus, NextAgency is a part of the Zapier community — along with 2,000+ other software platforms. Share basic data between NextAgency and those programs through Zapier.
Sync NextAgency with the Ease Enrollment Platform
Ease and NextAgency work together to help save you time, money and clients. NextAgency delivers a modern agency management system with powerful CRM, marketing and commission tools. Ease delivers one of the nation’s preeminent enrollment platforms for small and mid-size businesses. Now the client benefit data you and your clients store in Ease can flow directly into NextAgency. No need to enter data twice.